Automation triggers
Reference for every event that can start an automation sequence.
A trigger is the event that enrolls a client in an automation. When the event occurs, the client enters the sequence and actions begin running.
Client acquisition
| Trigger | When it fires | |---|---| | New client added | A new client profile is created in your Arketa account | | New lead added | A new lead (not yet a client) is added to your account | | Subscribed to newsletter | A client opts in to your newsletter | | Chatbot message received | A lead sends a message through your website chatbot | | Form submitted | A client completes a lead form on your website |
Purchases
| Trigger | When it fires | |---|---| | Client purchased pricing option | A client completes checkout and purchases a pricing option — you can filter by specific pricing options | | Package credits running low | A client's package is running low on credits — you choose which packages and the credit threshold | | Package expiring | A client's package will expire in X days — you set the number of days | | Subscription expiring | A client's subscription will expire in X days — you set the number of days | | Subscription canceled | A client cancels their subscription |
Bookings and visits
| Trigger | When it fires | |---|---| | First class booked | A client books their very first class | | Checked into first class | A client is checked into their first class | | Class booked | Any class is booked — you can filter by specific class or service type | | Checked out of an appointment | A client completes an appointment |
Engagement and milestones
| Trigger | When it fires | |---|---| | Milestone reached | A client reaches a class attendance milestone — you set the number | | One hour before milestone | A client is 1 hour away from reaching X milestone — great for last-minute celebration messages | | Added user tag | A specific tag is added to a client's profile — you choose which tags trigger the automation |
Win-back
| Trigger | When it fires | |---|---| | Client has made no recent purchases | A client hasn't purchased anything in X days — you set the number of days | | Client has made no recent bookings | A client hasn't booked anything in X days | | Client has made no recent purchases or bookings | A client hasn't purchased OR booked in X days |
Re-enrollment
By default, a client only enters an automation once. If you want clients to re-enroll when they trigger the event again (e.g., purchase a second pricing option), toggle Re-enroll on in the trigger step settings.